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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $67,958 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS FINANCIAL SERVICES INS AGENCY I Service code 53 · EIN 51-0120742 | Insurance Commissions | $42,282 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $16,562 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,354 | $64,612-11.2% | $86,438-33.6% | $64,819-11.5% |
| Participation rate | 94.4% | 81.5%+13.0pp | 80.3%+14.1pp | 71.5%+23.0pp |
| Annual return | -13.19% | 0.66%-13.8pp | 4397.19%-4410.4pp | 32.84%-46.0pp |
| Employer contribution / active EE | $3,348 | $2,744+22.0% | $3,769-11.2% | $2,507+33.5% |
| Participant deferral / active EE | $3,335 | $7,497-55.5% | $6,952-52.0% | $4,311-22.6% |
| Admin fee / account holder | $157 | $169-7.4% | $6,733-97.7% | $188-16.7% |